Funds holding Hagerty Inc
65 funds declare a position · 19 ETFs and 46 other funds · 155.4M $ · US4051661092
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 4,842,678 | 56.9M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 1,438,481 | 15.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,397,435 | 14.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 1,324,676 | 13.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,044,108 | 11M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 692,510 | 7.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 586,423 | 6.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 460,662 | 4.9M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 415,697 | 4.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 263,739 | 3.1M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 221,795 | 2.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 184,620 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 199,070 | 2.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 177,672 | 2.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 77,704 | 912.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 71,525 | 839.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 56,940 | 668.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 65,750 | 668K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 52,345 | 614.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,403 | 512.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 42,386 | 430.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 34,524 | 363.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust | 29,280 | 343.7K $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,555 | 300.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 23,635 | 277.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 24,638 | 259.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 21,336 | 250.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,922 | 232.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 20,622 | 217.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 20,681 | 210.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 20,309 | 206.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 17,563 | 206.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 18,566 | 188.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 15,234 | 154.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 14,410 | 151.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 12,075 | 141.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 11,789 | 138.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,104 | 133.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 12,930 | 131.4K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 11,235 | 114.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 11,130 | 113.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 10,504 | 110.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 7,625 | 89.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 7,355 | 77.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,700 | 57.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 5,045 | 51.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,950 | 41.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,995 | 21K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,923 | 19.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,811 | 19.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Next Index ETF RBB Fund, Inc. | 1,511 | 17.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,396 | 14.2K $ | as of Apr 30, 2026 · Original filing | |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,173 | 11.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 1,095 | 11.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,025 | 10.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,000 | 10.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,000 | 10.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 958 | 9.7K $ | as of Apr 30, 2026 · Original filing | |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 948 | 9.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 594 | 6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Motley Fool Value Factor ETF RBB Fund, Inc. | 388 | 4.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 288 | 2.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 269 | 2.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 223 | 2.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Motley Fool Momentum Factor ETF RBB Fund, Inc. | 27 | 317 $ | 0.01 % | as of Feb 28, 2026 · Original filing |